Prospecting

CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...

Referral alliances with CPAs, attorneys or other professionals are one of the top ways affluent investors are introduced to their financial advisor, according to the Oechsli Institute’s 2015 Affluent Investor Research. So how do elite...

The past 12 months or so have seen some of the largest advisory teams on Wall Street move to other firms. But a number of these deals—involving teams with more than $1 billion of assets under management and in excess of $5 million in annual...

Do you host events that seem like merely client appreciation events, and have very little prospecting potential? If so, you’re not alone.

In today’s digital age, it is an absolute mistake not to use online tactics to grow your assets and get new customers.

LinkedIn’s Advanced Search function is powerful, like a souped-up Corvette. The irony is that most advisors drive this Corvette like a grandmother

The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a new advisor. The current crop of advisor listings would give a headshot, some basic info pulled from an ADV, and maybe a specialized area of...

Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again).  What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...